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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$50.73
Change-$0.45 (-0.88%)
VolumeN/A
Net Assets211.64M
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
PWTYX vs RLBEX Comparison Chart
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PWTYX vs. RLBEX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. PWTYX (212M). RLBEX (1.90) and PWTYX (1.84) have matching dividends . PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.59). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 5.25 vs. PWTYX (0.37). RLBEX return over 5 years is better than : 38.29 vs. PWTYX (11.04).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.59 | 131% |
| Annual Report Gross Expense Ratio | 0.77 | 0.59 | 131% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 0.396 | 4.423 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 244B | 0% |
| Annual Yield % from dividends | 1.84 | 1.90 | 96% |
| Returns for 1 year | 0.37 | 5.25 | 7% |
| Returns for 3 years | 17.66 | 32.58 | 54% |
| Returns for 5 years | 11.04 | 38.29 | 29% |
| Returns for 10 years | 32.30 | 59.72 | 54% |
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